Testimonials

Our Financial Advisor's name is Sherman Friesen who has become a very patient and caring friend over the years. The funds he recommended are doing great and both my husband and I are very thankful that we were blessed in finding such an understanding and thoughtful advisor whose advice we trust.

The other consideration that I never anticipated was that once I retired my portfolio could still continue to grow and add to the fixed income of my CPP and OAS. It gives me a sense of security to have a life plan, see a blueprint for how my financial wealth can survive as long as I might need it and to continue to have your advice to counsel me...

Sherman strives for the best financial planning solutions for you and your family. I appreciate his guidance and help especially now that we are accessing RESP for my son to attend University in the fall…

We appreciate Sherman's timely review reminders and how meetings are always in a relaxed and non rushed manner. The friendship and trust we have developed with Sherman and his Team has helped us to understand that a plan needs to be massaged and modified in response to global market fluctuations and the unpredictable changes which are part of our lives…

I am absolutely delighted with the professionalism Sherman and his team have given me over the years. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible...

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